Joseph MOTT signed Universal Instruments Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Universal Instruments Corporation's EIN is 16-1406305.
Download the official 2024 Form 5500 (PDF) for Universal Instruments Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Universal Instruments Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $119K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $28.0M | 24.1% | |
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $19.7M | 16.9% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $13.4M | 11.5% | |
| T Rowe Price Large Cap Growth Fund | Mutual Funds | — | — | $13.4M | 11.5% | |
| Clearbridge Large Cap Value Fund | Other securities | — | — | $6.2M | 5.3% | |
| T Rowe Price Mid-Cap Value Fund | Mutual Funds | — | — | $5.8M | 5.0% | |
| Nuveen Lifecycle Index 2030 Fund | Mutual Funds | — | — | $5.6M | 4.8% | |
| Nuveen Lifecycle Index 2040 Fund | Mutual Funds | — | — | $3.7M | 3.2% | |
| American Capital World Growth and Income Fund Class R6 | Other securities | — | — | $3.6M | 3.1% | |
| Nuveen Lifecycle Index 2020 Fund | Mutual Funds | — | — | $3.3M | 2.8% | |
| MFS Total Return Bond R6 Fund | Mutual Funds | — | — | $3.0M | 2.6% | |
| Nuveen Lifecycle Index 2050 Fund | Mutual Funds | — | — | $1.7M | 1.5% | |
| MFS International Diversification Fund R6 | Mutual Funds | — | — | $1.6M | 1.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.3M | 1.1% | |
| Nuveen Lifecycle Index 2060 Fund | Mutual Funds | — | — | $1.1M | 0.9% | |
| Nuveen Lifecycle Index 2010 Fund | Mutual Funds | — | — | $868K | 0.7% | |
| Cohen & Steers Institutional Realty Fund | Other securities | — | — | $813K | 0.7% | |
| Vanguard Inflation-Protected Secs Adm | Mutual Funds | — | — | $812K | 0.7% | |
| Nuveen Lifecycle Index Retirement Income Fund | Mutual Funds | — | — | $667K | 0.6% | |
| Notes Receivable from Participants: Fully amortizing loans bearing interest at rates ranging from 3.25% to 8.50% | Bonds / Notes | — | — | $506K | 0.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $390K | 0.3% | |
| Fidelity Advisor Focused Emerging Markets Fund | Mutual Funds | — | — | $363K | 0.3% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $323K | 0.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $133K | 0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
